20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

In this podcast episode, Jeff Wang shares his journey at Sequoia Capital Global Equities, shedding light on the firm's development and distinctive long-short investment strategy. He highlights the importance of long-term thinking and disciplined risk management, especially during market shifts, and underscores the role of data-driven analysis in making investment choices. Jeff reflects on key events like the 2016 re-establishment of SCGE, illustrating the resilience needed to overcome challenges and leverage strengths. He also talks about private market investments and the emerging AI landscape, pointing out both opportunities and risks. He wraps up with personal insights on life choices, emphasizing the often-overlooked value of pursuing passions beyond finance.

Outlines

Sign in to continue reading, translating and more.

Continue

20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Assessing Threats to Google and the Investment Philosophy of Sequoia Capital Global Equities

Jeff Wang's Journey to Sequoia Capital Global Equities and the Long-Short Investment Strategy

Navigating Market Rotations and the Importance of Long-Term Thinking in Investing

Case Studies: Shopify, Twilio, and the Importance of Dispassionate Data Analysis

The 2016 Sequoia Global Equities "Re-founding" and the Importance of Focusing on Strengths

The SCGE Investment Process: Position Sizing, Opportunity Cost, and Theme Selection

The Role of Private Market Investments in SCGE's Strategy and the Future of Public vs. Private Markets

Navigating the AI Landscape: Opportunities, Risks, and Investment Strategies

Lessons Learned from Sequoia Leaders and Reflections on Life Choices

Final Thoughts and Closing Remarks

20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

00:00Assessing Threats to Google and the Investment Philosophy of Sequoia Capital Global Equities

Assessing Threats to Google and the Investment Philosophy of Sequoia Capital Global Equities

03:39Jeff Wang's Journey to Sequoia Capital Global Equities and the Long-Short Investment Strategy

Jeff Wang's Journey to Sequoia Capital Global Equities and the Long-Short Investment Strategy

06:18Navigating Market Rotations and the Importance of Long-Term Thinking in Investing

Navigating Market Rotations and the Importance of Long-Term Thinking in Investing

11:03Case Studies: Shopify, Twilio, and the Importance of Dispassionate Data Analysis

Case Studies: Shopify, Twilio, and the Importance of Dispassionate Data Analysis

13:16The 2016 Sequoia Global Equities "Re-founding" and the Importance of Focusing on Strengths

The 2016 Sequoia Global Equities "Re-founding" and the Importance of Focusing on Strengths

19:15The SCGE Investment Process: Position Sizing, Opportunity Cost, and Theme Selection

The SCGE Investment Process: Position Sizing, Opportunity Cost, and Theme Selection

27:00The Role of Private Market Investments in SCGE's Strategy and the Future of Public vs. Private Markets

The Role of Private Market Investments in SCGE's Strategy and the Future of Public vs. Private Markets

39:05Navigating the AI Landscape: Opportunities, Risks, and Investment Strategies

Navigating the AI Landscape: Opportunities, Risks, and Investment Strategies

57:00Lessons Learned from Sequoia Leaders and Reflections on Life Choices

Lessons Learned from Sequoia Leaders and Reflections on Life Choices

1:07:59Final Thoughts and Closing Remarks

Final Thoughts and Closing Remarks